Prashant Kalidindi, financial advisor San Mateo CA
93 score

Prashant Kalidindi

CRD Number: 5543701
Current Firm: Bluepointe Capital Management, LLC

Prashant Kalidindi (CRD# 5543701) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 10 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor San Mateo CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
George Salter II, financial advisor San Mateo CA
George A. Salter II
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
Similar Advisors
Shijun Liu, financial advisor San Mateo CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Company Name Location Dates Years
Bluepointe Capital Management, LLC San Mateo, CA Feb 2008 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Prashant Kalidindi
Phone Number: 650-293-4545
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    387
    MILLIONS
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $1,806,622
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Prashant Kalidindi and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.